Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PSI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.92K- 11.53% |
$209K - $239K
|
30.1K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.42KNew |
$235K - $269K
|
4.42K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$53.3 - $61
|
2.07K
$133K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-363- 83.83% |
$19.3K - $22.1K
|
70
$4.52K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.16KNew |
$275K - $314K
|
5.16K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
430+ 1.75% |
$22.9K - $26.2K
|
24.9K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 99.9% |
$54.1K - $62K
|
1
$64.5
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4+ 0.05% |
$213 - $244
|
8.83K
$570K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.21% |
$533 - $610
|
4.69K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-19- 0.21% |
$1.01K - $1.16K
|
9.23K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.65K- 19.44% |
$88K - $101K
|
6.84K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-169- 3.47% |
$9K - $10.3K
|
4.7K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13KNew |
$273K - $313K
|
5.13K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-917- 9.55% |
$48.8K - $55.9K
|
8.69K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.32K- 11.13% |
$124K - $142K
|
18.6K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1K- 16.56% |
$53.3K - $61K
|
5.04K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.15K- 47.36% |
$115K - $131K
|
2.39K
$155K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-9- 0.05% |
$479 - $549
|
16.8K
$1.08M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.1K+ 624.97% |
$2.02M - $2.74M
|
47.7K
$3.08M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.76K- 6.6% |
$86.2K - $117K
|
24.8K
$1.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.79KNew |
$333K - $453K
|
6.79K
$438K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.1K+ 3.43% |
$202K - $274K
|
124K
$8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-75.6K- 21.31% |
$3.71M - $5.04M
|
279K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2KNew |
$749K - $1.02M
|
15.2K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101KNew |
$4.95M - $6.72M
|
101K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04KNew |
$50.8K - $69.1K
|
1.04K
$66.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.02K- 6.24% |
$50.1K - $68.1K
|
15.3K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-406K- 98.12% |
$19.9M - $27.1M
|
7.8K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.49K+ 6751.35% |
$368K - $500K
|
7.61K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.68K- 32.03% |
$279K - $379K
|
12.1K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-372- 7.8% |
$18.3K - $24.8K
|
4.4K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.2K- 71.33% |
$1.83M - $2.48M
|
15K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.84K- 2.93% |
$287K - $390K
|
193K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-474- 36.49% |
$23.3K - $31.6K
|
825
$53.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3KNew |
$1.39M - $1.89M
|
28.3K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-16K- 7.1% |
$788K - $1.07M
|
210K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.4KNew |
$1.93M - $2.63M
|
39.4K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-128K- 63.02% |
$6.27M - $8.52M
|
74.9K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.04KNew |
$199K - $270K
|
4.04K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
325New |
$16K - $21.7K
|
325
$21K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
628+ 6.1% |
$30.9K - $41.9K
|
10.9K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.87K- 97.54% |
$91.7K - $125K
|
47
$3.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-107K- 26.89% |
$5.26M - $7.14M
|
291K
$18.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-51.6K- 93.4% |
$2.54M - $3.44M
|
3.65K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.25K- 54.37% |
$61.4K - $83.4K
|
1.05K
$67.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
240+ 10.07% |
$11.8K - $16K
|
2.62K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-257- 1.32% |
$12.6K - $17.1K
|
19.1K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.19KNew |
$255K - $346K
|
5.19K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36.2K- 24.92% |
$1.78M - $2.41M
|
109K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04K+ 10.61% |
$100K - $136K
|
21.3K
$1.37M
|
|